Online booking for insurance brokers

A broker's work comes in waves tied to life and business events: moving house, buying a car, starting a business, hiring a first employee, or a policy coming up for renewal. Each starts with a conversation to understand the risks and current cover before you compare offers. Many clients then come back at renewal time, or when something changes.

Those meetings are short, but arranging them by phone takes time. A booking page lets clients book a review whenever they think of it, and gives you a steady flow of appointments rather than a pile of callbacks.

On Book, each type of meeting is a service with its own description, and a price if you charge fees, and you open slots for each at the length it takes. Use the description to list what to bring, such as current policies, claims history or business turnover, and whether the meeting is at your office, at the client's premises or by video. Clients can add a short note when booking, such as their renewal date.

Clients book without an account, with their name, email and phone. They get a confirmation email, and you get an email for every new booking. Reschedule or cancel from your bookings list and let the client know, and sync your calendar with Google, iPhone or Mac. Book doesn't compare quotes, store policies, send renewal reminders or take payments. It costs €5/month, everything included: unlimited bookings and services, no commission, no contract.